Refer a friend
Referrals from existing clients just like you are our most important source of new clients and we will always have time to talk to your friends, family and colleagues to discover if our services could be of benefit to them.
We passionately believe that everyone over the age of 50 should see an Independent Financial Adviser at least once. As the first meeting with us is always free of charge and without obligation anybody that you refer to us will have nothing to lose and everything to gain.
Rest assured, you will never be wasting our time by referring somebody to us.
And, as a “Thank You”, if your recommendation results in us appointing a new client we would like you to choose from one of the following gifts:
*An appointment of a new client requires the client to agree to ongoing service for a minimum period of 12 months.
